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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-10 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
14100 Se 36Th St Suite 120A, Bellevue, WA 98006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Bellingham | WA | 03/2024 | Present |
| Lpl Financial | Bellingham | WA | 10/2023 | 02/2024 |
| La Fitness | Auburn | WA | 02/2023 | 10/2023 |
| Unemployed | Auburn | WA | 01/2023 | 02/2023 |
| Vital Climbing Gym | New York | NY | 01/2022 | 01/2023 |
| Unemployed | New York | NY | 09/2021 | 01/2022 |
| Lowell Elementary | Seattle | WA | 09/2019 | 09/2021 |
| University Of Washington | Seattle | WA | 06/2018 | 09/2019 |
| Unemployed | Bellingham | WA | 09/2017 | 06/2018 |
| Americorp | Bellingham | WA | 08/2016 | 09/2017 |
| Gateway Wealth Partners, Llc | Bellevue | WA | 10/2025 | Present |
1) 2/15/2024- BLISS Financial Wellness - DBA for LPL Business (entity for LPL business) -Inv. Related- At reported business location(s)- 160hrs/mth 1) 2/15/2024- LPL Financial LLC - -Inv. Related- At reported business location(s)- Registered Representative of a Broker Dealer -160hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-13 |
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